Audit season is in full swing for retirement plans, and if your company has a “large plan” (defined as more than 100 participants) you are required to undergo an annual audit by a CPA. This requirement kicks in when your start-of-year participant count exceeds 120 for the first time. If your company sponsors a plan [Read More]
Business owners, especially smaller employers, now have more incentives and options to offer retirement savings plan. Individuals have additional opportunities to grow their retirement savings. Signed in to law by the President on December 20, 2019, The SECURE Act (‘Setting Every Community Up for Retirement Enhancement”) brings the most significant pension reform in more [Read More]
The Advisory Group of San Francisco celebrates over 20 years of helping our clients secure their financial independence. As a pioneer in the industry, we are one of the first independent fee-only financial advice firms in the U.S. We’ve been true fiduciaries since the beginning.
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